Atlas Wealth Partners’s Duke Energy DUK Stock Holding History

Atlas Wealth Partners’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$521K	Buy	3,982 +300	+8%	+$37.5K	0.54%	33
2025 Q4	$432K	Buy	3,682 +275	+8%	+$33.6K	0.47%	35
2025 Q3	$422K	Buy	3,407 +250	+8%	+$30.3K	0.43%	33
2025 Q2	$373K	Buy	3,157 +100	+3%	+$11.8K	0.43%	32
2025 Q1	$373K	Buy	3,057 +475	+18%	+$54.1K	0.46%	27
2024 Q4	$278K	Buy	2,582 +374	+17%	+$42.4K	0.35%	36
2024 Q3	$255K	Buy	+2,208	New	+$246K	0.39%	43

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atlas Wealth Partners's DUK Position: Q1 2026 in Review

Atlas Wealth Partners increased its Duke Energy (DUK) stake by 8.1% in Q1 2026, buying an estimated $37.5K and bringing the position to 3,982 shares worth $521K. The position accounts for 0.54% of the portfolio, ranked #33.

Atlas Wealth Partners first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Atlas Wealth Partners held 3,982 shares of Duke Energy worth $521K as of Q1 2026.
Atlas Wealth Partners bought 300 Duke Energy shares in Q1 2026, an estimated $37.5K.
Duke Energy made up 0.54% of Atlas Wealth Partners's portfolio in Q1 2026, its #33 holding.
Atlas Wealth Partners first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Atlas Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.